According to the excerpt of the A-share strategy weekly report "Investing in China, Firm Faith" released by Guotai Junan (601211) Securities, it is predicted that the stock market will fluctuate upwards in the middle of the year. It is recommended to dare to reverse layout and increase the allocation of blue chips for growth and domestic demand. The report pointed out that the three-year adjustment and clearing of the stock market reflects the accumulation of medium-and long-term uncertainty, but now uncertainty is declining, becoming the cornerstone of the stock market rebound.
Recommended investment focuses on the domestic demand sector and growth stocks, specifically including domestic demand blue chips such as food and beverage, home appliances, automobiles, and agriculture, as well as growth stocks such as national defense industry, semiconductors, and machinery and equipment. In addition, Hong Kong stock dividends and technology leaders are also worthy of attention. Risk factors include the longer-than-expected duration of high overseas interest rates and global geopolitical uncertainty.
Keywords risk factors, reduced uncertainty, bearish investment opportunities (bearish) Reduced uncertainty is the cornerstone of the stock market's rebound. The market's acceptance of the decline in uncertainty is gradual, from conservatism to openness, so the market rhythm starts from low-level blue chips, and then gradually moves towards technological growth. [Monarch Strategy| Zhou Lun] Invest in China, strengthen your beliefs and write risk warnings about self-selection stocksbiggestpowerballjackpot: The above content is only the author or guest's opinion and does not represent any position of Hexun, and does not constitute any investment advice related to Hexun. Before making any investment decision, investors should consider the risk factors related to investment products based on their own circumstances and consult professional investment advisers when necessary. Hexun strives but cannot confirm the authenticity, accuracy and originality of the above content, and Hexun makes no guarantee or commitment in this regard.